Why This Matters
LightReach allows you to offer lease financing for solar and HVAC proposals directly within SubcontractorHub. Connecting the integration gives your team access to the applicable LightReach financing options during the proposal process.
Administrators can also configure the design tools associated with LightReach and select the applicable workflow for each integrated design tool. These selections determine which design workflow options are available when setting preferences and creating proposals.
Follow the steps below to connect and configure LightReach.
Step 1: From the main menu, open the “Manage Integrations” dropdown and click “Integrations”.
Step 2: Click on the ‘Financing Partners' tab on the left-hand side.
Step 3: Locate the LightReach financing card and click “Connect”.
Step 4: Choose if you would like to integrate LightReach for solar or HVAC by selecting the corresponding option.
Step 5: To integrate LightReach for solar, enter the Base URL, Solar Username, Solar Password and Solar Alias. Then click “Verify and connect”.
Step 6: To integrate LightReach for HVAC, enter the Base URL, HVAC Username, HVAC Password and HVAC Alias. Then click “Verify and connect”.
Step 7: Once LightReach is connected, the financing card will look like the example below. Click on “Disconnect” to disconnect LightReach finance. Click on “Reconnect” to reconnect LightReach finance.
Note: When setting up or editing a finance integration for LightReach, you’ll now see an “Available for New Proposals” checkbox. This controls whether the finance partner is accessible in new proposals:
If checked, the finance partner will appear in both new proposals and change orders.
If left unchecked, the partner will only be available for change order proposals and will not appear in new proposals.
This gives you more control over how and where financing options are presented, helping streamline your workflow and prevent confusion during proposal setup.
How to Configure Design Tools for LightReach
Step 1: Click “Configure Design Tool” on the LightReach financing card.
Step 2: Review the design tools integrated with LightReach. Under “Workflow,” select the applicable workflow for each design tool. Depending on the available configuration, select “Self Design,” “Requested Design,” or both.
Step 3: Click “Save.”
Note: The design tools and workflow options shown depend on the integrations configured for the financing organization. The selected configuration determines which design workflow options are available when setting preferences and creating proposals.
Pro Tips
Choose the correct LightReach integration: Confirm whether you are connecting LightReach for solar or HVAC before entering the corresponding credentials.
Confirm the connection first: LightReach must be connected before configuring its design tools and workflows.
Review each design tool: Select the appropriate workflow for each design tool listed under “Configure Design Tool.”
Check proposal availability: Review the “Available for New Proposals” setting based on where LightReach should be available.
Troubleshooting
Problem | Solution |
LightReach does not connect. | Confirm that the correct solar or HVAC credentials and alias were entered for the selected integration. |
“Configure Design Tool” does not appear. | Confirm that LightReach is connected and that you have the required admin access. |
An expected design tool is not listed. | Confirm that the design tool is integrated with the financing organization. |
The expected workflow is not available. | Review the workflow options available for that design tool and financing organization. |
The expected design option does not appear when creating a proposal. | Return to “Configure Design Tool,” confirm that the correct workflow is selected and click “Save.” |
LightReach does not appear in a new proposal. | Review the “Available for New Proposals” setting for the LightReach integration. |